INVESTMENT PERSPECTIVE
By J Mulraj
Sep 4- 10, 2022
Stopping a senseless war requires some sense
The war in Ukraine was started senselessly, and the destruction, suffering and loss of lives was totally avoidable. For years Russia had been pleading with NATO, which...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 28-Sep 3, 2022
The multiple risks investors shouldn’t ignore
If globalization means ease of international trade, it started with Columbus’s discovery of America. It got impetus after WWII, when the US, with the only large navy still...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 21-27, 2022
Fiddling while the world burns
Looking to the climate changes happening all over the world, it is hard to believe that these world leaders took pledges to address them, just ten months ago, at the...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 14-20, 2022
Great achievements, yet lots to be done
Speaking from the ramparts of the Red Fort on India’s 75th year of Independence, Prime Minister Modi spoke of India’s achievements, and vowed to tackle corruption and other...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 7-13, 2022
Geopolitics or Financial insanity, what will bring about another crash?
A black swan event is an unpredictable event which results in dire consequences (like the start of WW1 with the assassination of an Archduke or...
INVESTMENT PERSPECTIVE
Nu J Mulraj
Jul 31- Aug 6, 2022
Energy’s influence over geostrategy
The visit of Nancy Pelosi to Taiwan, against vehement opposition and threats by China, has resulted in a senseless and avoidable ratcheting up of global tensions, which will get...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 24-30, 2022
Geopolitics will affect markets
Jerome Powell raised, yet again, the Fed fund rate by 0.75%. As the image above shows, he has to build a lot more muscle (higher interest rates) to have a chance...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 17-23, 2022
Structural changes long overdue, to stay in the global race
A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 10-16, 2022
Markets are signalling a US recession
Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J).
Egged on by a...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 3-9, 2022
Wrong ones have been made, sadly
The world is filled with a plethora of problems and policy makers have to decide on how to solve them. That is no easy task, for any action has,...
